Provide financial and wealth transfer strategies and solutions through the creation of sophisticated wealth plans for high net worth individuals. Coordinate with Wealth Planners to prepare deliverables for clients that include detailed analysis, observations and recommendations. Review client deliverables prepared by other wealth planning team members. Possess a knowledge

The Client Partner is responsible for all client interfaces for a large account or portfolio of accounts. The Client Partner works together with their GTM teams to build an account plan and is responsible for client management based on the account plan. Usually, the Client Partner handles a single account or part of a large account with a P&L of $10M+. RXT is seeking a Cl

Advisor Financial Aid Job Locations US TX Dallas ID 2024 5724 Type Regular Overview The Financial Aid Advisor delivers on our commitment of Service Excellence by building rapport, delivering clear and accurate information, offering effective solutions, and maintaining contact with students, their families and other influencers as they move through the financial aid proces

Elastic is a free and open search company that powers enterprise search, observability, and security solutions built on one technology stack that can be deployed anywhere. From finding documents to monitoring infrastructure to hunting for threats, Elastic makes data usable in real time and at scale. Thousands of organizations worldwide, including Barclays, Cisco, eBay, Fa

The Patient Financial Representative is an entry level position that is responsible for the duties and services that are of a support nature to the RCBS High Performance Work Teams. Ensures that all processes are performed in a timely and efficient manner. Performs assigned duties such as mail handling, scanning, sorting, assembly, copying, faxing and data entry. Although

Manages more routine accounts in accordance with the terms of the various governing documents, applicable law, and consistent with the needs of the principals, income beneficiaries, and remaindermen. Reviews, analyzes and interprets documents for direction; evaluates accounts for completeness and accuracy, monitors and reviews account transactions, responds to incoming co

Qualifications Bachelor's degree in Accounting or Finance (with a minimum of 18 hours in Accounting) 5+ years of relevant accounting or finance experience 5+ years of experience in financial modeling and valuation Direct experience using advanced Excel tools and Power BI for financial modeling and presentation Skilled in using logic and reasoning to identify the strengths

Summer 2024 Accounting Internship Job Locations US TX Dallas Job Location # D433 ID 2024 3144 # of Openings 1 Category Accounting & Finance Overview Huitt Zollars, Inc. is an engineering and architecture firm who operates at the highest levels of quality and integrity and is nationally recognized for the professional services we perform throughout the United States. Are y

General information JobID 14543 Position Level Individual Contributor Team Business Operations Working Time Full Time Position Type Regular Travel Requirements 10% Workplace Type Hybrid Preferred Location Lenexa, KS Additional Locations Allen, TX, Monett, MO, Springfield, MO

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world.

Huitt Zollars has a great full time opportunity for a Corporate In House Counsel at our Dallas, TX office. The successful candidate will be a senior corporate attorney who represents our corporation and executives in all types of legal proceedings, including general corporate matters, including mergers and acquisitions, financial transactions, corporate governance, and di

Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independ

Posting End Date May 22, 2024 Employee Type Regular Full time Union/Non This is a non union position The Sr Advisor will be providing commercial, structuring, economic and risk analysis in support of the evaluation of mergers, acquisitions, and divestitures for the Power business unit (BU) in North American, including any potential monetization and/or partnerships with In

In this role, you will collaborate with various Spend Management business departments and executives to assist in the annual planning, quarterly forecasting, budget analysis, and long term planning activities. You will ensure financial oversight and provide support for decision making processes and financials. You will participate in monthly leadership meetings to provide